See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,333 | $156,846-90.9% | $121,098-88.2% | $139,434-89.7% |
| Participation rate | 54.2% | 76.4%-22.2pp | 69.5%-15.3pp | 80.3%-26.2pp |
| Annual return | 16.33% | 1474.56%-1458.2pp | 985.75%-969.4pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,775 | $5,536-67.9% | $4,164-57.4% | $4,751-62.6% |
| Participant deferral / active EE | $2,067 | $4,844-57.3% | $4,080-49.3% | $6,710-69.2% |
| Admin fee / account holder | $1,322 | $6,946-81.0% | $5,644-76.6% | $11,403-88.4% |